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Sargent Bickham Lagudis’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Sargent Bickham Lagudis’s Portfolio PAVE Stock Details PAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$2.83K Sell
107
-333
-76% -$8.73K ﹤0.01% 870
2022
Q3 		$10K Buy
440
+107
+32% +$2.69K ﹤0.01% 690
2022
Q2 		$8K Sell
333
-775
-70% -$19.8K ﹤0.01% 731
2022
Q1 		$31K Hold
1,108
– – ﹤0.01% 537
2021
Q4 		$32K Buy
1,108
+1,000
+926% +$27.8K ﹤0.01% 533
2021
Q3 		$3K Buy
+108
New +$2.85K ﹤0.01% 865

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sargent Bickham Lagudis's PAVE Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Global X US Infrastructure Development ETF (PAVE) stake by 76% in Q4 2022, selling an estimated $8.73K and leaving 107 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Sargent Bickham Lagudis first reported a position in PAVE in Q3 2021 and has held it in 6 quarters since. The position peaked at $32K in Q4 2021. 395 funds tracked by Wall St. Rank hold PAVE as of Q4 2022.

  • Sargent Bickham Lagudis held 107 shares of Global X US Infrastructure Development ETF worth $2.83K as of Q4 2022.
  • Sargent Bickham Lagudis sold 333 Global X US Infrastructure Development ETF shares in Q4 2022, an estimated $8.73K.
  • Global X US Infrastructure Development ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #870 holding.
  • Sargent Bickham Lagudis first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and has held it in 6 quarters since.
  • Sargent Bickham Lagudis's Global X US Infrastructure Development ETF position peaked at $32K in Q4 2021.
  • 395 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.